IMA Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
IMA Advisory Services's IWD Position: Q2 2026 in Review
IMA Advisory Services opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,933 shares worth $469K. The stake represents 0.03% of the portfolio and ranks #238 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in IWD as recently as Q4 2018.
IMA Advisory Services first reported a position in IWD in Q2 2015 and has held it in 5 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- IMA Advisory Services held 1,933 shares of iShares Russell 1000 Value ETF worth $469K as of Q2 2026.
- iShares Russell 1000 Value ETF was a new IMA Advisory Services position in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #238 holding.
- IMA Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and has held it in 5 quarters since.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.